See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,085 | $77,899+61.9% | $149,673-15.8% | $75,163+67.7% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 15.63% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,293 | $3,137+4.9% | $4,818-31.7% | $2,670+23.3% |
| Participant deferral / active EE | $6,641 | $3,411+94.7% | $5,680+16.9% | $4,125+61.0% |
| Admin fee / account holder | $4,012 | $5,956-32.6% | $13,210-69.6% | $5,651-29.0% |